WeDid: Salesforce and QuickBooks

Challenges

The customer has a large volume of invoices to be generated each day. This was being handled manually and required an automated solution to free up staff and ensure invoices were generated quickly. The customer’s business process, which involved end-user customers and distributors required a custom integration flow, so they required a flexible solution that could be modified to meet their needs.

When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in QuickBooks against the Opportunity Distributor. Items in QuickBooks are created and updated as Products in Salesforce.